Insider · CIK 0001240810

KASS JUSTIN

Reports to the SEC for 7 companies · SAN DIEGO, CA

sec.gov

Transactions

Companies

Filings

CIK

0001240810

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-08-10	AIOVirtus Artificial Intelligence & Technology Opportunities FundD Disposition to Issuer	PM	DDisposition to Issuer	−29.5K sh	$26.27	−$774K	0
2026-08-10	ACVVirtus Diversified Income & Convertible FundD Disposition to Issuer	PM	DDisposition to Issuer	−10.5K sh	$27.37	−$287K	0
2026-08-10	ACVVirtus Diversified Income & Convertible FundS Sale	PM	SSale	−10.5K sh	$27.37	−$287K	0
2026-08-10	AIOVirtus Artificial Intelligence & Technology Opportunities FundS Sale	PM	SSale	−29.5K sh	$26.27	−$774K	0
2020-03-12	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+5,000 sh	$14.03	+$70.1K	15,000
2020-03-06	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+2,225 sh	$9.40	+$20.9K	134,125
2020-03-06	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+1,280 sh	$9.39	+$12K	135,405
2020-03-06	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+1,300 sh	$9.38	+$12.2K	136,705
2020-03-06	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+400 sh	$9.37	+$3,748	137,105
2020-03-06	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+4,320 sh	$9.39	+$40.6K	141,425
2020-03-06	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+475 sh	$9.39	+$4,459.49	141,900
2020-03-06	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+3,000 sh	$18.31	+$54.9K	8,000
2020-03-06	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+1,306 sh	$18.16	+$23.7K	9,306
2020-03-06	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+194 sh	$18.15	+$3,521.1	9,500
2020-03-06	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+100 sh	$18.14	+$1,814	9,600
2020-03-06	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+400 sh	$18.11	+$7,244	10,000
2020-02-27	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+5,000 sh	$18.80	+$94K	5,000
2020-02-27	AIOVirtus Artificial Intelligence & Technology Opportunities FundP Purchase	PM	PPurchase	+3,500 sh	$21.05	+$73.7K	3,500
2019-07-15	ACVVirtus Diversified Income & Convertible FundS Sale	PM	SSale	−3,276 sh	$23.67	−$77.5K	4,729.859
2019-07-12	ACVVirtus Diversified Income & Convertible FundS Sale	PM	SSale	−13.4K sh	$23.69	−$318K	8,005.859
2018-12-18	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+14.5K sh	$8.05	+$117K	131,900
2018-12-17	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+30K sh	$8.25	+$248K	117,400
2018-10-10	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+4,600 sh	$8.90	+$41K	87,400
2018-10-08	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+400 sh	$9.01	+$3,603.92	82,800
2018-01-16	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+1,550 sh	$9.23	+$14.3K	82,400
2018-01-16	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+1,500 sh	$9.23	+$13.9K	75,350
2017-12-06	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+9,700 sh	$8.97	+$87K	73,550
2017-12-06	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+300 sh	$8.96	+$2,689.5	73,850
2017-11-15	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+3,700 sh	$9.25	+$34.2K	57,550
2017-11-15	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+5,900 sh	$9.25	+$54.6K	63,450
2017-11-15	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+400 sh	$9.23	+$3,693.68	63,850
2017-11-10	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+755 sh	$9.32	+$7,036.525	49,605
2017-11-10	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+300 sh	$9.33	+$2,799	49,905
2017-11-10	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+2,300 sh	$9.34	+$21.5K	52,205
2017-11-10	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+1,645 sh	$9.33	+$15.3K	53,850
2017-11-08	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+3,100 sh	$9.38	+$29.1K	41,950
2017-11-08	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+100 sh	$9.37	+$937	42,050
2017-11-08	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+1,700 sh	$9.45	+$16.1K	43,750
2017-11-08	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+1,000 sh	$9.45	+$9,449.5	44,750
2017-11-08	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+819 sh	$9.44	+$7,731.032	45,569
2017-11-08	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+3,281 sh	$9.46	+$31K	48,850
2017-10-26	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+305 sh	$9.67	+$2,949.35	34,155
2017-10-26	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+800 sh	$9.67	+$7,735.92	34,955
2017-10-26	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+1,900 sh	$9.67	+$18.4K	36,855
2017-10-26	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+700 sh	$9.66	+$6,765.5	37,555
2017-10-26	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+1,295 sh	$9.66	+$12.5K	38,850
2017-08-18	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+21.9K sh	$9.80	+$215K	40,750
2017-08-18	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+100 sh	$9.79	+$979	40,850
2017-08-18	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+14.9K sh	$9.80	+$146K	33,750
2017-08-18	Virtus Convertible & Income 2024 Target Term FundP Purchase	Portfolio Manager	PPurchase	+100 sh	$9.79	+$979	33,850

Recent filings

Accepted (ET)
Aug 264/A
KASS JUSTIN0001240810-26-000009
SEC(opens sec.gov)
Aug 264/A
KASS JUSTIN0001240810-26-000010
SEC(opens sec.gov)
Aug 184
KASS JUSTIN0001240810-26-000007
SEC(opens sec.gov)
Aug 184
KASS JUSTIN0001240810-26-000008
SEC(opens sec.gov)
Mar 134
KASS JUSTIN0001209191-20-018831
SEC(opens sec.gov)
Mar 104
KASS JUSTIN0001209191-20-017562
SEC(opens sec.gov)
Mar 104
KASS JUSTIN0001209191-20-017564
SEC(opens sec.gov)
Mar 104/A
KASS JUSTIN0001209191-20-017563
SEC(opens sec.gov)
Feb 284
KASS JUSTIN0001209191-20-013718
SEC(opens sec.gov)
Jul 164
KASS JUSTIN0001209191-19-042150
SEC(opens sec.gov)

Companies

Address

600 WEST BROADWAY SUITE 2900

SAN DIEGO, CA, 92101